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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in Sumner, WA

Every SEC-registered investment adviser representative at a firm office in Sumner, with the firms that employ the most of them.

11 registered advisors work in Sumner; the most are at Edward Jones (5). 0 list the CFP designation and 10 are also registered broker representatives.

Firms with the most advisors in Sumner

FirmAdvisors in Sumner
Edward Jones news5
Cambridge Investment Research Advisors, Inc. news1
Integrity Advisory Solutions1
LPL Financial LLC news1
Osaic Wealth, Inc. news1
Raymond James Financial Services Advisors, Inc. news1
Strategic Advisers LLC1

Advisors in Sumner, A to Z

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Other cities in Washington

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Seattle 2,047Bellevue 1,462Spokane 536Vancouver 521Tacoma 310Camas 309Kirkland 287Bellingham 208Mercer Island 166Gig Harbor 144Kennewick 130Redmond 114Lynnwood 112Edmonds 111Everett 109Olympia 109Yakima 105Renton 102Issaquah 97Federal Way 92Silverdale 86Bothell 77Spokane Valley 73Puyallup 68

Questions

How many financial advisors are in Sumner, WA?

11 investment adviser representatives are registered at firm offices in Sumner, Washington, according to the SEC's Investment Adviser Public Disclosure records. 10 of them are also registered as broker representatives, and 0 list the CFP designation.

Which firm has the most financial advisors in Sumner?

Edward Jones, with 5 registered advisors in Sumner, followed by Cambridge Investment Research Advisors, Inc. with 1.

How do I check a financial advisor in Sumner?

Each advisor below links to a profile with their firm, registrations, exams and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.